+84.4%
EXPE vs AHR
+356.1%
-271.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.6% |
| 7D | -5.8% | -2.1% | -3.7% | -5.4% |
| 30D | -13.6% | +1.9% | -15.5% | -13.9% |
| 3M | +25.2% | +15.7% | +9.5% | +22.0% |
| 6M | +22.3% | +2.5% | +19.8% | +21.7% |
| YTD | -0.3% | +15.0% | -15.3% | -4.0% |
| 1Y | +27.8% | +28.1% | -0.3% | +19.0% |
| All | +84.4% | +356.1% | -271.7% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling